Your clients sell to different buyers, so one blended lead list serves none of them well, and most tools make you buy a separate account for every client. With Fundz, one account holds each client’s ideal customer profile and delivers a scored daily list for each of them, every morning.
"Fundz has been an essential part of my prospecting workflow for years. As someone working across B2B and SaaS clients, staying ahead of funding events and company milestones is critical; it tells me exactly when a company is ready to invest in growth. Fundz delivers that signal in real time, so I can reach the right prospects at the right moment. It's one of the few tools I recommend to every client without hesitation."
Paul Mosenson
Founder, NuSpark Marketing
Set each client up once. From then on, every client gets companies picked for them, not a share of one blended list.
Describe who each client sells to: industry, size, location and the buyer they want. Strategic holds your main ICP plus two more, each saved under its own name, so every client has its own profile.
More than a dozen live signals are fused on each company (funding, executive moves, hiring, acquisitions, SEC filings and more), then scored separately against each client's ICP, alongside who in your own network knows them.
Switch between clients in the dashboard to work each list. Your morning email carries the top picks for every client. Fundz also works inside Claude and connects to Zapier and the API if that is where your team works.
Funding and hiring alerts work, and you probably already use them. Fundz makes them work harder: it fuses more than a dozen live signals on each company, scores the result against each client’s ICP and adds who in your own network knows them. So you know which companies to call for which client, and why now.
Run outbound for each client from a list picked for that client, with the reasons each company is on it and the verified contact, so every sequence opens on something that just happened at that company.
Turn a company or a market into a one-page brief in your agency's logo and contact details, and share it by link or PDF. A ready deliverable for the monthly client call.
See which companies on a client's list someone in your network already knows, and offer the introduction instead of a cold email. Warm doors for your clients, and a reason for them to keep you.
FOR AGENCIES, CONSULTANTS AND ADVISORS
$99/mo billed annually, or $149/mo billed quarterly
Tell us about your client roster and we will set up an account that covers every client you serve.
Strategic includes up to 3 ICPs: three clients, or two clients plus your own agency's prospecting. Working with more than three clients? Talk to us about your roster.
Yes. Every company is scored on its own against each ICP, and each one produces its own daily list. One client's profile never blends into another's.
Yes. Client briefs (beta) turn a company or a market into a one-page brief carrying your agency's logo and contact details, shared by link or as a PDF.
Form D funding filings reach Fundz in real time, about four minutes after the SEC accepts them. Each client's list is rescored every morning, so it reflects what happened since the last one.
Fundz helped me find startups that I couldn’t find in the other databases. I was able to make great connections and some really good sales!
Chris Szentmiklosy
Business Performance Advisor, Insperity
Set up each client’s ICP once, and every morning each of them has its own scored list of the companies worth calling, with the reasons and the people you know there.